Planned Giving

Planned Giving

Planned
Giving

Life Insurance Policy

Life Insurance Policy Diagram

How It Works

  1. You assign all the rights in your insurance policy to Lindenwood, designate us as irrevocable beneficiary, and then receive an income-tax deduction
  2. Lindenwood may surrender the policy for its cash value or hold it and receive the proceeds at your death

Benefits

  • You receive a federal income-tax deduction
  • If premiums remain to be paid, you can receive income-tax deductions for contributions to Lindenwood to pay these premiums
  • You can make a substantial gift on the installment plan
  • Lindenwood receives a gift they can use now or hold for the future

More Information

Contact Us

Ken Meyer
Director, Advancement
(636) 949-4942
kmeyer@lindenwood.edu

 

Lindenwood University
209 S. Kingshighway
St. Charles, MO 63301

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